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Fixed Income Outlook 2026: Yield Curve, Credit Quality, and Global Opportunities
27 Jan 2026
AI in 2026: Opportunities and Risks for Investors
21 Jan 2026
Global Growth Trends 2026: Asia, Europe, and China in Focus
23 Dec 2025
2026 Equity Market: Navigating Valuations and Sector Rotation
28 Jan 2026
2026 U.S. Economic Outlook: A Tale of Two Halves
09 Dec 2025
Where to invest when the Fed cuts rates?
22 Oct 2025
Where are the opportunities in European equities?
25 Jul 2025
Rethinking onshore, offshore China stocks
16 Jul 2025
Unpacking the Big Beautiful Bill Act's impact
09 Jul 2025
Exploring Income Sources in Heightened Uncertainty
27 Jun 2025
The Need to Actively Manage Fixed Income Exposure
30 Jun 2025
Diversifying into global equities
24 Jun 2025
Explore ways to diversify with EPI
25 Jun 2025
Is there still value in investing in US equities?
24 Jun 2025
Government and Central Bank Actions
24 Jun 2025
U.S. Growth Exceptionalism in 2H25?
19 Jun 2025
Overview of the TUF Environment
17 Jun 2025
The future of AI: Who may lead and who may lag?
12 Jun 2025
Does it still make sense to hedge with gold?
02 Jun 2025
Will US tariffs make Europe attractive again?
29 May 2025
Trade turbulence: Are we out of the woods yet?
26 May 2025
Asian sentiment in the face of uncertainties
21 May 2025
Ex-US or less US?
15 May 2025
What does Asia's earnings season say about tariffs?
16 May 2025
Our take on the latest US-China tariff cuts
16 May 2025
US Fed: Higher for longer, or lower and faster?
08 May 2025
What do falling US stocks, US Treasuries and US Dollar mean for investors?
06 May 2025
What you need to know in a tariff-driven market
07 May 2025
Introducing our Guide to ETFs
11 Mar 2025
Rory Caines's favourite slides - Guide to ETFs
18 Mar 2025
Philippe El-Asmar's favourite slides - Guide to ETFs
18 Mar 2025
A quick update on U.S. inflation and job market
13 May 2024
Federal Reserve’s policy outlook and its investment implications
30 Apr 2024
2Q24 Guide to the Markets Videocast
28 Mar 2024
China’s 2024 Growth Target and Economic Priorities
22 Mar 2024
Opportunities in U.S. equities
12 Mar 2024
Bank of Japan, its policy outlook and its potential impact on the Japanese yen and equity market
03 Mar 2024
Why 2024 could be a better year for Asian equities?
27 Feb 2024
Opportunities in Asia fixed income
26 Jan 2024
Year Ahead 2024 – Asset allocation and potential risks
04 Jan 2024
Are investors too optimistic about policy easing in 2024?
27 Dec 2023
Understanding small cap valuations
19 Dec 2023
How to position fixed income under different economic and interest rate scenarios?
23 Nov 2023
Year Ahead 2024 - U.S. & China economy outlook and 2024 elections
21 Nov 2023
Rising U.S. bond yields and implications for Asia
03 Nov 2023
What is the outlook for the 3Q23 US earnings season?
19 Oct 2023
4Q23 Guide to the Markets Videocast
29 Sep 2023
Taking stock of developed market central banks’ policy directions
03 Oct 2023
U.S. corporate investments and its impact on Asia tech
15 Sep 2023
Assessing the financial and deflation risk from a weak China recovery
04 Sep 2023
3Q23 Guide to the Markets Videocast
30 Jun 2023
Gauging the direction of global corporate earnings
19 Jun 2023
Don't overlook the opportunities within Asia fixed income
12 May 2023
2Q23 Guide to the Markets Videocast – Equities
03 May 2023
2Q23 Guide to the Markets Videocast – Fixed Income
25 Apr 2023
2Q23 Guide to the Markets Videocast
30 Mar 2023
Re-exploring investment opportunity in China
22 Mar 2023
What’s the latest 4Q22 U.S. earnings telling us?
23 Feb 2023
Year Ahead 2023 - Role of cash and fixed income
19 Jan 2023
Year Ahead 2023 - Outlook of Chinese and Asian markets
10 Jan 2023
Year Ahead 2023 - U.S. economy and monetary policy
22 Dec 2022
China market: buoyant market sentiment along a bumpy road to recovery
15 Dec 2022
Year Ahead 2023 - Introduction
13 Dec 2022
Long-term investment opportunity is looking bright
01 Dec 2022
A glimpse of hope for U.S. and China equities?
18 Nov 2022
Key events to watch out for to gauge China’s policy pivot
11 Nov 2022
4Q22 Guide to the Markets Videocast – Equities
02 Nov 2022
4Q22 Guide to the Markets Videocast – Fixed Income
24 Oct 2022
4Q22 Guide to the Markets Videocast
03 Oct 2022
A strong dollar and impact on Asian currencies
30 Sep 2022
Things to watch out for in September FOMC meeting
15 Sep 2022
Fed policy outlook after Jackson Hole
02 Sep 2022
The outlook for Asian electronics and internet platforms
11 Aug 2022
3Q22 Guide to the Markets Videocast – The return of investment in fixed income
28 Jul 2022
3Q22 Guide to the Markets Videocast – Taking a more balanced approach in asset allocation
26 Jul 2022
3Q22 Guide to the Markets Videocast
04 Jul 2022
A few thoughts on fixed income
30 Jun 2022
Gauging U.S. economic recession risk
17 Jun 2022
China stimulus measures: what have been introduced and what is the next key catalyst
02 Jun 2022
How should investors handle the current bout of market volatility?
19 May 2022
Pressure on the yen and the yuan
05 May 2022
2Q22 Guide to the Markets Videocast – Some possible change in trends
27 Apr 2022
2Q22 Guide to the Markets Videocast – Asset Allocation
26 Apr 2022
2Q22 Guide to the Markets Videocast
31 Mar 2022
Key drivers and outlook of U.S. inflation
18 Mar 2022
Should investors worry about stagflation?
11 Mar 2022
What to expect from the NPC annual session?
23 Feb 2022
4Q21 U.S. earnings update
10 Feb 2022
The Year Ahead 2022 - Asset allocation and investment outlook
23 Dec 2021
Year Ahead 2022 - Inflation outlook of the US and Fed policy
20 Dec 2021
The Year Ahead 2022_Global economic outlook and China’s growth prospects
28 Dec 2022
Why does Japan deserve investors’ attention?
08 Dec 2021
How should Asian investors react to the Omicron variant?
03 Dec 2021
Will the COVID-19 resurgence derail Chinese economic recovery?
17 Nov 2021
Why is COP26 relevant to Asian investors?
03 Nov 2021
4Q21 Guide to the Markets Videocast – Equity allocation
25 Oct 2021
4Q21 Guide to the Markets Videocast – Asset Allocation
25 Oct 2021
4Q21 Guide to the Markets Videocast
29 Sep 2021
How to navigate the three challenges in China?
23 Sep 2021
What could trigger a market correction?
16 Sep 2021
Will disappointing payrolls derail the taper?
09 Sep 2021
How would QE tapering impact on investment?
02 Sep 2021
Firmer than expected U.S. 2Q earnings
19 Aug 2021
What now for Chinese equities?
05 Aug 2021
3Q21 Guide to the Markets Videocast – Income generation in a rising yield environment
03 Aug 2021
3Q21 Guide to the Markets Videocast – Asset Allocation
22 Jul 2021
3Q21 Guide to the Markets Videocast
30 Jun 2021
Is a more hawkish Federal Reserve bullish for the USD?
02 Jul 2021
Is equity market correction coming?
17 Jun 2021
What’s driving the Chinese yuan stronger and what’s next?
04 Jun 2021
1Q21 U.S. earnings season and its investment implications
21 May 2021
What will higher U.S. taxes mean for the market?
06 May 2021
2Q21 Guide to the Markets Videocast – Equity allocation
23 Apr 2021
2Q21 Guide to the Markets Videocast – Investing in a rising yield environment
23 Apr 2021
2Q21 Guide to the Markets Videocast
31 Mar 2021
Are emerging markets vulnerable to the recent rise in U.S. Treasury yields?
18 Mar 2021
What to expect from the upcoming National People’s Congress in China?
04 Mar 2021
Reasons behind rising bond yields and inflation concern
25 Feb 2021
How should Asian investors handle the current bout of market volatility?
18 Feb 2021
U.S. President Joe Biden’s policy priorities and its investment implications
27 Jan 2021
1Q21 Guide to the Markets Videocast – Equities
25 Jan 2021
1Q21 Guide to the Markets Videocast – Asset Allocation
21 Jan 2021
1Q21 Guide to the Markets Videocast
23 Dec 2020
Market concern on inflation and its investment implications
11 Dec 2020
Implications from rising corporate bond defaults in China
03 Dec 2020
Year Ahead 2021 - Generating Income
03 Dec 2020
Year Ahead 2021 - Asset Allocation
23 Nov 2020
COVID-19 vaccine breakthrough and its investment implications
19 Nov 2020
Year Ahead 2021 - Economic and policy outlook
17 Nov 2020
Recent wave of COVID-19 outbreak and its investment implications
06 Nov 2020
4Q20 Guide to the Markets Videocast – Generating Income
03 Nov 2020
4Q20 Guide to the Markets Videocast – Asset Allocation
20 Oct 2020
4Q20 Guide to the Markets Videocast
05 Oct 2020
China’s improving macro data, recent major catalysts on financial market development and their investment implications
30 Sep 2020
Latest U.S. equity market and its investment implications
18 Sep 2020
Federal Reserve’s monetary policy framework and its investment implications
03 Sep 2020
China’s policy priorities and investment implications
20 Aug 2020
Reasons behind the weakness of U.S. dollar and its investment implications
07 Aug 2020
3Q20 Guide to the Markets Videocast – Fixed Income
16 Jul 2020
3Q20 Guide to the Markets Videocast – Asset Allocation
10 Jul 2020
3Q20 Guide to the Markets Videocast
30 Jun 2020
What should investors do following strong equity market rebound?
18 Jun 2020
Potential investment opportunities in Chinese bond market
04 Jun 2020
Federal Reserve’s interest rate policy and its investment implications
21 May 2020
Potential economic structural changes and its impact on the investment landscape
07 May 2020
Updates on COVID-19 pandemic and its investment implications
23 Apr 2020
2Q20 Guide to the Markets Videocast – Asset Allocation
16 Apr 2020
2Q20 Guide to the Markets Videocast
01 Apr 2020
Demand for liquidity and its investment implications
27 Mar 2020
Oil price collapse and its investment implications
12 Mar 2020
Latest development on the COVID-19 outbreak and its impact on market sentiment
27 Feb 2020
Chinese policy on coronavirus outbreak and its investment implications
13 Feb 2020
1Q20 Guide to the Markets Videocast – Asset allocation
14 Jan 2020
1Q20 Guide to the Markets Videocast – China economic outlook
08 Jan 2020
1Q20 Guide to the Markets Videocast
02 Jan 2020
Year Ahead 2020 - The economic environment
09 Dec 2019Load More
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Raisah Rasid
Executive Director,
Global Market Strategist
11
years with J.P. Morgan
11
years in the Industry
Tai Hui
Managing Director Chief Market Strategist, Asia Pacific
14
years with J.P. Morgan
26
years in the Industry
Marcella Chow
Executive Director,
Global Market Strategist
11
years with J.P. Morgan
18
years in the Industry
Kerry Craig
Managing Director,
Global Market Strategist
16
years with J.P. Morgan
19
years in the Industry
Agnes Lin
Executive Director,
Global Market Strategist
10
years with J.P. Morgan
26
years in the Industry
Shogo Maekawa
Executive Director,
Global Market Strategist
14
years with J.P. Morgan
14
years in the Industry
Chaoping Zhu
Executive Director,
Global Market Strategist
9
years with J.P. Morgan
18
years in the Industry
Ian Hui
Vice President,
Global Market Strategist
14
years with J.P. Morgan
21
years in the Industry
Fumiaki Morioka
Vice President,
Global Market Strategist
7
years with J.P. Morgan
7
years in the Industry
Adrian Wong
Associate,
Global Market Strategist
3
years with J.P. Morgan
8
years in the Industry
Raisah Rasid
Executive Director,
Global Market Strategist
Tai Hui
Managing Director Chief Market Strategist, Asia Pacific
Marcella Chow
Executive Director,
Global Market Strategist
Kerry Craig
Managing Director,
Global Market Strategist
Agnes Lin
Executive Director,
Global Market Strategist
Shogo Maekawa
Executive Director,
Global Market Strategist
Chaoping Zhu
Executive Director,
Global Market Strategist
Ian Hui
Vice President,
Global Market Strategist
Fumiaki Morioka
Vice President,
Global Market Strategist
Adrian Wong
Associate,
Global Market Strategist
Katrina Chiu
Associate,
Global Market Strategist